China Banks: Long ICBC, Short Bank of Tianjin
We advocate a Long-Short trade over a 12 month horizon in ICBC (H) (1398 HK) versus Bank Of Tianjin (1578 HK) Our conviction is that shares of...
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Long-Short Pair Trade: ICBC - Bank of Nanjing
We advocate a Long-Short trade over a 12 month horizon in ICBC (H) (1398 HK) versus Bank Of Nanjing Co Ltd A (601009 CH) . Our conviction is that...
409 Views
HSCEI Dividends - Better Results Increase Expected Fair Value
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have moved up 1.9% mainly driven by strong Q3...
333 Views
HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
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ICBC: Steady-State
ICBC (H) (1398 HK) reported a solid set of numbers at Q319 with modest gains in Efficiency and enhanced Capital Adequacy as positive standouts....
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